Avior Wealth Management’s Baytex Energy BTE Stock Holding History

Avior Wealth Management’s Portfolio BTE Stock Details BTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-212	Closed	–	–	1035
2021 Q1	$0	Hold	212	–	–	﹤0.01%	1014
2020 Q4	$0	Hold	212	–	–	﹤0.01%	978
2020 Q3	$0	Hold	212	–	–	﹤0.01%	926
2020 Q2	$0	Buy	+212	New	+$76	﹤0.01%	899

Other funds holding BTE

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

PIC

Portland Investment Counsel Burlington, Ontario, Canada $312M AUM 53.32% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Davis Rea Toronto, Ontario, Canada $384M AUM 11.74% 1-Year Est. Return

Avior Wealth Management's BTE Position: Q2 2021 in Review

Avior Wealth Management sold out of Baytex Energy (BTE) in Q2 2021, closing a stake of 212 shares.

Avior Wealth Management first reported a position in BTE in Q2 2020 and held it in 4 quarters. The position peaked at $0 in Q1 2021. 4 funds tracked by Wall St. Rank hold BTE as of Q2 2021.

Avior Wealth Management reported no remaining Baytex Energy position as of Q2 2021 after selling out during the quarter.
Avior Wealth Management sold 212 Baytex Energy shares in Q2 2021.
Avior Wealth Management first reported a position in Baytex Energy in Q2 2020 and held it in 4 quarters.
Avior Wealth Management's Baytex Energy position peaked at $0 in Q1 2021.
4 funds tracked by Wall St. Rank held Baytex Energy as of Q2 2021.

Based on Avior Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.